Deferred Sales Trust for Business Owners: How to Defer Taxes When You Sell Your Company

Selling a business? A Deferred Sales Trust can defer capital gains taxes and create income over time. Learn how it works, who it fits, and the real risks. A DST should never get evaluated alone. Other exit-planning tools deserve a seat at the table. Charitable Remainder Trusts work for owners who want income plus a philanthropic component. Opportunity Zone investments can offer deferral plus partial gain elimination if held long enough. Qualified Small Business Stock under Section 1202 may exclude part of the gain entirely for owners of qualifying C corporations. Employee Stock Ownership Plans can defer gains when structured under Section 1042. Traditional installment sales with seller financing carry buyer-credit risk but cost less to set up. The right answer depends on what the seller wants most. Some want tax savings. Some want simplicity. Some want family wealth transfer. Some want philanthropy. Some just want the deal closed by Friday. Call to discuss your options 313 737 4900